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Today Asia Confidential could talk about previously warning of Ben Bernanke tapering the taper and how U.S. government bonds and gold would rally as a consequence. Stroking the ego is a wonderful thing, and the financial world does it well, but it's not my thing. Alternatively, I could talk of what's going to happen to markets from here - but you can find plenty of that elsewhere. No, instead, I'd like to delve deeper because there are some nagging questions from the past week's events. Why do stock markets remain at or near record-highs yet it doesn't feel
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